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Bvf INC/IL

All holdings · as of Mar 31, 2026

41 positions

CompanyClassValue ↓Shares% of portfolio
Kymera Therapeutics, Inc.—$458.32M5,502,71014.6%
MoonLake ImmunotherapeuticsMLTXCommon Stock$298.26M16,001,2849.5%
Revolution Medicines, Inc.—$277.82M2,856,7828.9%
NEKTAR THERAPEUTICS—$184.16M2,559,5955.9%
Structure Therapeutics Inc.GPCRADR$166.74M3,459,3585.3%
Mirum Pharmaceuticals, Inc.—$146.40M1,584,7274.7%
GH RESEARCH PLC—$121.62M8,650,1583.9%
PALVELLA THERAPEUTICS, INC.PVLACommon Stock$119.79M960,9893.8%
ZYMEWORKS INC.—$93.50M3,734,1423.0%
Xencor Inc—$86.03M7,133,7202.7%
Stoke Therapeutics, Inc.—$82.95M2,547,5572.6%
Cullinan Therapeutics, Inc.—$81.72M5,750,6832.6%
Disc Medicine, Inc.IRONCommon Stock$81.35M1,272,3122.6%
XOMA Royalty Corp—$81.26M2,590,3032.6%
Olema Pharmaceuticals, Inc.—$78.96M5,295,8932.5%
Tyra Biosciences, Inc.—$75.69M1,976,1962.4%
Monte Rosa Therapeutics, Inc.—$73.38M4,460,8862.3%
Alkermes plc.—$70.72M2,000,0002.3%
Kura Oncology, Inc.—$68.66M8,445,7692.2%
AC IMMUNE SA—$54.51M19,822,4361.7%
CRESCENT BIOPHARMA, INC.—$50.49M2,748,7631.6%
Annexon, Inc.—$48.19M8,698,1731.5%
Compass Therapeutics, Inc.—$41.08M7,764,8421.3%
IMMUNOCORE HOLDINGS PLC-ADRIMCRADR$39.03M1,294,4631.2%
Septerna, Inc.SEPNCommon Stock$32.52M1,353,2491.0%
Sutro Biopharma, Inc.—$31.18M1,251,7881.0%
Foghorn Therapeutics Inc.—$27.92M5,842,0000.9%
4D MOLECULAR THERAPEUTICS, INC.—$26.81M2,879,2890.9%
Invivyd, Inc.—$25.38M19,525,0000.8%
Avalo Therapeutics, Inc.—$24.38M1,632,8450.8%
Eledon Pharmaceuticals, Inc.—$19.38M6,293,2820.6%
Anteris Technologies Global Corp.—$16.65M3,000,0000.5%
X4 Pharmaceuticals, Inc—$9.23M2,233,7420.3%
Immunic, Inc.—$8.49M7,652,9720.3%
OnKure Therapeutics, Inc.—$8.19M1,978,9720.3%
TScan Therapeutics, Inc.TCRXCommon Stock$5.62M5,564,2900.2%
ImageneBio, Inc.IMACommon Stock$5.55M1,110,0020.2%
Tenax Therapeutics, Inc.—$5.43M339,5490.2%
MOLECULAR PARTNERS AG—$5.36M1,353,9680.2%
INVENTIVA SA—$3.81M686,0400.1%
ENGENE HOLDINGS INC—$2.49M945,4020.1%
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